Create Record step

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Creates a record on any table. You can dynamically add and configure fields for the record.

    Roles and availability

    Available as an Action Designer action step. Users with the action_designer role can create a custom action with one or more action steps.

    Inputs

    Provide a value for each input that your flow needs. To add dynamic values, you can also drag and drop pills from the Data panel or select them from the pill picker.

    Table
    Data type: Table Name

    Table in which to create record.

    Fields
    Data type: Template Values

    Field values to set for the record. For example, to set the short description to a certain value, select Short description and set the desired value.

    Important:
    The system does not support updating multiple journal fields such as the additional comments or work notes of a task record.

    Outputs

    These outputs appear in the Data panel. You can use them as inputs elsewhere in your flow.

    Table
    Data type: Table Name

    Table where record was created.

    Record
    Data type: Record

    Reference to record created.

    Action error evaluation

    If this step fails
    Data type: Choice

    Option to continue running the next step or go to error evaluation. To use the step status code or message for a custom action error condition, see Action error evaluation.